Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
3 years |
5 years |
7 years |
|---|---|---|---|---|---|---|
High Growth Fund |
1.35% |
15.95% |
13.95% |
18.02% |
||
Growth Fund |
0.99% |
12.90% |
11.68% |
15.56% |
8.31% |
9.32% |
Balanced Fund |
0.45% |
9.27% |
8.23% |
12.29% |
6.03% |
6.78% |
Conservative Fund |
-0.47% |
2.77% |
2.65% |
6.99% |
2.27% |
2.59% |
Homes and Income Fund |
0.67% |
1.89% |
3.87% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
3 years |
5 years |
7 years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-0.85% |
6.53% |
3.02% |
6.57% |
1.00% |
3.57% |
NZ Bond Fund |
-1.12% |
0.74% |
-0.02% |
5.62% |
1.01% |
0.36% |
NZ Cash Fund * |
0.24% |
1.51% |
2.96% |
4.74% |
||
Hedged Global Share Fund |
-0.43% |
19.02% |
15.14% |
20.86% |
||
Unhedged Global Share Fund |
3.99% |
21.09% |
19.51% |
24.75% |
||
Hedged Global Bond Fund |
-2.11% |
-2.60% |
-3.04% |
2.64% |
These returns are to 30-09-2026 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.